Salesforce + Pandadoc + GoToWebinar integration

Use Autopilot to create journeys that use the Salesforce, Pandadoc and GoToWebinar integrations.

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Marketing Automation ideas to integrate Salesforce, Pandadoc and GoToWebinar.

New GoToWebinar Attendee to Assign Salesforce Lead to Send Pandadoc Document

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Salesforce Field Changed to Add Salesforce Task to Send Pandadoc Document

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New GoToWebinar Webinar to Send Pandadoc Document to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Check Pandadoc Status to Update Salesforce Field

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Pandadoc Document Status Change to Create GoToWebinar Registrant to Add Salesforce Task

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New GoToWebinar Attendee to Add Salesforce Task to Send Pandadoc Document

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Salesforce Campaign Trigger to Send Pandadoc Document to Add Salesforce Task

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Pandadoc Document Status Change to Create GoToWebinar Registrant to Assign Salesforce Lead to Group

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New GoToWebinar Webinar to Assign Salesforce Lead to Send Pandadoc Document

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New GoToWebinar Webinar to Check Pandadoc Status to Assign Salesforce Lead

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send Pandadoc Document

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Salesforce Campaign Trigger to Check Pandadoc Status to Add Salesforce Task

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Salesforce Field Changed to Check Pandadoc Status to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Pandadoc Status to Create GoToWebinar Registrant

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Pandadoc Document Status Change to Update Salesforce Field to Send Pandadoc Document

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Pandadoc Document Status Change to Check Pandadoc Status to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Create GoToWebinar Registrant to Send Pandadoc Document

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New GoToWebinar Attendee to Check Salesforce Campaign Member Status to Send Pandadoc Document

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Pandadoc Document Status Change to Send Pandadoc Document to Set Salesforce Campaign Member Status

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New GoToWebinar Webinar to Assign Salesforce Lead to Group to Send Pandadoc Document

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Showing 20 journey ideas for Salesforce, Pandadoc and GoToWebinar

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About the Pandadoc integration

Automatically send documents based on actions people take in the customer journey with Pandadoc and Autopilot. Easily follow up eSignatures status changes including after the document is successfully complete. Pandadoc streamlines the way your team creates, sends, and tracks sales documents so you can close more deals faster.

About the GoToWebinar integration

GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Pandadoc integration and the GoToWebinar integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
Create GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Pandadoc and GoToWebinar.